Updates: New features

TriFact365 is continuously in development. New functionalities are developed and improvements are implemented on a regular basis. Because TriFact365 is 100% cloud-based, you will automatically work with the latest version. No manual installations required anymore! View the latest improvements and new features here.

All updates New Preview Improved

  • Portal upload

    new
    • New screen for Upload available for all users

  • Overview pages

    new
    • Upated version of overview pages like Backlog, Mailbox and Archive for Preview users
      • Icons at the back of the line replaced by submenu (…)
      • Additional functionalities
      • Double-click on table line
      • Copy e-mail address from administration

  • Menu

    new
    • New Menu available for all users
      • Menu items from the horizontal blue bar have been moved to the vertical menu
      • Mailbox has been added as a menu item for Users with access to this functionality
      • The vertical menu is collapsible to allow extra space in the screen

  • Archive

    new
    • New screen for Archive available for all users
      • Date range filter added for Invoice date
      • Display for VAT reverse charge entries improved
      • Option to search in all columns
      • Option to export a list to Excel
      • Setting for maximum number of results per page

  • Autorisation- and Confirmation schedules

    new

    Updated version of the Autorisation- and Confirmation schedules screen available for Administrators.

    • Level replaced by Stage.
    • Required/Optional replaced by All Users/Single User.

  • Account details and invoice overview

    new

    Updated version of the Account details screen available for all Owners.

  • Purchase subscription

    New

    Updated version of the Purchase subcription screen avalaible.

  • Email reminders

    New

    Updated version of the Email Reminders screen avalaible.

    • Default template for email reminder content
    • Send on Working days instead of Hours to …

  • Administration settings

    New

    Updated version of the Administration settings screen available.

  • Documents pending

    New

    Updated version of the Documents pending screen available.

    • Follow-up actions placed at the top
    • Option to sort in all columns
    • Option to search in columns
    • Option to export the list to Excel
    • Setting for maximum number of results per page (10, 25, 50 and 100)

  • Rejected, Confirm, Authorise and View document

    New

    Updated version of the Rejected, Confirm, Authorise and View document screens.

    For all four screens, the following applies: Follow-up actions are at the top and Display options have been added.

    • Rejected
      • More details of the rejected invoice visible (Only for invoices rejected during procuration)
        • Master data relation: IBAN, VAT and Chamber of Commerce number
        • Invoice details: e.g. Invoice number and date, and Entry number (Only if Entry before confirmation is active)
        • Journal entry details: e.g. General ledger, Description and Amount
    • Confirm
      • More details of the invoice visible
        • IBAN number of relation shown
        • Journal entry details: a.o. VAT code per line visibility improved, Journal and Entry number (Only if Entry before confirmation is active)
    • Authorise
    • View document

  • Mobile app available in more countries

    New

    Following requests from our international users, the mobile app has been made available in the United States and some EU member states where it was not yet available. The mobile app, Android and iOS, is now available in the following countries:

    • United States
    • United Kingdom
    • EU: Belgium, Bulgaria, Cyprus, Germany, Denmark, Estonia, Finland, France, Greece, Hungary, Ireland, Italy, Croatia, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Austria, Poland, Portugal, Romania, Slovakia, Slovenia, Spain, Czech Republic and Sweden